See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,690 | $156,846-97.0% | $121,098-96.1% | $139,434-96.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 153.38% | 1474.56%-1321.2pp | 985.75%-832.4pp | 372.94%-219.6pp |
| Employer contribution / active EE | $1,325 | $5,536-76.1% | $4,164-68.2% | $4,751-72.1% |
| Participant deferral / active EE | $2,375 | $4,844-51.0% | $4,080-41.8% | $6,710-64.6% |
| Admin fee / account holder | $793 | $6,946-88.6% | $5,644-86.0% | $11,403-93.0% |